Financial Case Manager

Description

JOB TITLE: Financial Case Manager 

STATUS: Hourly 37.5 hours weekly, full-time

SUMMARY

Come join us as we take on the challenges and opportunities of longer life and assist older adults in managing their financial affairs and maintenance of personal independence within a fee-based service. Plan and maintain the client’s long-term financial security. 

This position is responsible for maintaining an average caseload between 30-35 clients and is responsible for general management of financial affairs including bill paying and helping plan and maintain long-term financial security of clients. The case manager is responsible for processing Social Security, Medicaid  n and other benefit related applications. The Case Manager is responsible for meeting with clients a minimum of two times annually and more frequently depending on the level of need. This is a community -based service and the Case Manager will meet with clients in a variety of settings including the individual’s residence, skilled nursing facility, hospital or financial institution. The case manager delivers services in a proactive rather than reactive framework. 

DUTIES AND RESPONSIBILITIES

1. Assess and investigate financial situation of clients. 

2. Determine and plan appropriate actions that will assist client in becoming as financially secure as possible.

3. Provide full bill paying and budgeting services to ensure long term security.

4. Assist with financial decision- making.  

5. Provide referrals to other community resources assisting the client to remain as independent as possible. 

6. Maintain and manage all records, case notes, billing, reports and metrics as required ensuring accuracy and compliance with agency departmental policies and procedures, including state and federal tax laws.

7. Advocate with financial, creditor and other institutions and agencies on behalf of client.

8. Appropriately bill clients for services rendered.

9.  Participate in all Lifespan staff meetings, trainings, continuous process improvement and in the implementation of agency mission and vison 

10. Other duties as assigned by supervisor.

Requirements

QUALIFICATIONS

EDUCATION: Bachelor’s degree required. 

EXPERIENCE: 2 years’ banking or financial services experience required. Must have strong financial acumen and a working knowledge of community resources.  Expertise in MEDICAID and other benefit progress preferred.  Prior experience working with and advocating for older adults preferred. 

PHYSICAL AND MENTAL REQUIREMENTS

· Must be able to meet with clients present in their homes and have a valid NYS Driver’s License.

· Ability to drive tactical results to achieve strategic goals. 

· Must demonstrate Knowledge of the eligibility requirements and application processes of benefits and programs applicable to clients, including but not limited to SSI and Medicaid, MMLTC, VA, Medicare, SNT.

· Must have attention to detail and ability to multi-task.

· A portion of the work is performed at a desk or at a personal computer station.

· Strong organizational, verbal, written and telephone communication skills required.

· Computer experience preferred (Word, Excel, EMS, Office 365, web research).

· Comfort with Interfacing with all levels of personnel.

· Ability to maintain composure under strict deadlines and difficult situations.

· Ability to work in multi-cultural situations.

· Normal daily walking and sitting. Frequent computer usage.

· Some lifting (files, etc.) <35 lbs. 

Lifespan offers great benefits including:

Vacation (21 days) 

Sick (10 days)

Personal Time (3 Days)

Holidays (11)

Medical Insurance (3 options)

Dental Insurance (2 options)

Vision (2 options)

Flexible Spending Account

Health Savings Account with company contribution

403(b) Program

Pension contribution after one year of service

Hybrid Work Schedule may be available after successfully completing the probationary period

If working less than 37.5 hours, accrued time is pro-rated.

Salary/Hourly Rate

Multiple factors will be considered for salary/hourly determination including, years of relevant service, skills required, education, and internal equity, 

Lifespan is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information